Quickly gain clarity on your spending, earnings, and learn how to fine tune your budget. We'll do the heavy lifting, and allow you to remain flexible so you can easily stay on on top of your budget.

Watch the video lesson and check out the resources section below.

Lesson 1 Resources

Understanding the Categories Sheet

The Categories sheet is where you can repurpose our example categories or start from scratch.

Learn all about the Categories sheet and all it's columns. 

Categorizing Transactions

Read about ways to manage and stay on top of your Transactions sheet, including our automatic category tool, AutoCat.

Learn more about Categorizing

Understanding the Budget Dashboard

Your budget dashboard is your command center for knowing where you stand with your spending, earnings, and how to stay on track.

Learn all about the Budget Dashboard

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